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Advisors Preferred’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Advisors Preferred’s Portfolio PRFZ Stock Details PRFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-42,775
Closed -$849K – 423
2014
Q1 		$849K Buy
+42,775
New +$828K 0.39% 73

Other funds holding PRFZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BPB
Badgley, Phelps & Bell Seattle, Washington $2.69B AUM 41.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Advisors Preferred's PRFZ Position: Q2 2014 in Review

Advisors Preferred sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q2 2014, closing a stake of 42,775 shares — an estimated $849K sold.

Advisors Preferred first reported a position in PRFZ in Q1 2014 and held it in 1 quarter. The position peaked at $849K in Q1 2014. 82 funds tracked by Wall St. Rank hold PRFZ as of Q2 2014.

  • Advisors Preferred reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q2 2014 after selling out during the quarter.
  • Advisors Preferred sold 42,775 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2014, an estimated $849K.
  • Advisors Preferred first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2014 and held it in 1 quarter.
  • Advisors Preferred's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $849K in Q1 2014.
  • 82 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2014.

Based on Advisors Preferred's 13F filing for Q2 2014, filed 31 Jul 2014.